Minor Conservatorship Inventory And Asset Management Plan Short Form {GPCSF 59}

Minor Conservator Inventory and Asset Management Program GEORGIA PROBATE COURT STANDARD FORM PROBATE COURT OF ____________________ COUNTY STATE OF GEORGIA MINOR: CONSERVATOR(S): MINOR CONSERVATORSHIP INVENTORY AND ASSET MANAGEMENT PLAN SHORT FORM ESTATE NO. Approximate Current Value A. INVENTORY 1. Checking/Savings/Money Market/Certificates of Deposit/Liquid Accounts: Bank/Financial Institution/Broker Acct. No. $ $ $ 2. Stocks/Bonds/Investments (including retirement and profit-sharing accounts): Brokerage Firm or Institution Acct. No. $ $ 3. Real Estate: Brief Description Minor's Interest Co-Owner(s) $ $ 4. Personal Property (Vehicles, furniture, etc.): Description $ $ TOTAL ASSET VALUE: B. ESTIMATED MONTHLY INCOME FROM ALL SOURCES Interest, dividend, or investment income Social Security Other (describe) _______________________________ TOTAL AVERAGE MONTHLY INCOME: The minor: -1GPCSF59 $ $ $ $ $ Effective 8/10 American LegalNet, Inc. www.FormsWorkFlow.com I. is not a beneficiary of a Trust II. is a beneficiary of a Trust, and the following is the name of the Trust, the Trustee, his/her address, and telephone number; state when and how payments are required to made under the Trust and the criteria for payment (attach outline if necessary): . C. BUDGET I/We plan during the following reporting year (initial one) a. b. not to expend any of the minor's funds but to allow it to accumulate; OR to expend the interest earned on the minor's estate for the following purposes: ; OR c. regardless of interest earned, to expend from the minor's estate the sum of $ per month for the following purposes: ; and If b. or c. above is selected, the following is the monthly estimated expenses for the care, support, health and education of the minor: Room and board allowance: Child care: School Tuition/Supplies/Expenses/Lunches: Clothing/Diapers/Grooming/Hygiene: Medical/Dental/Prescription: Health/Life/Disability Insurance: Entertainment/Activities: Personal Caretakers/Home Health Care: Transportation Miscellaneous: Average Monthly Expenses $ $ $ $ $ $ $ $ $ $ $ Effective 8/10 -2- GPCSF59 American LegalNet, Inc. www.FormsWorkFlow.com SUMMARY 1. Average Monthly Income 2. Monthly support provided by parent(s) Subtotal 3. Less Average Monthly Expenses Requested spending amount $ $ $ $ D. ASSET MANAGEMENT PLAN I/We plan to: (initial one) a. maintain the investment plan for the minor's assets as indicated in the above Inventory, OR b. expend the amount requested above and maintain and invest the remaining funds as authorized by law or in accordance with an investment plan approved by the court. E. AFFIDAVIT I/We, , Conservator(s) of the above minor, do swear that the foregoing Inventory and Asset Management Plan contains a just, true, and complete inventory and budget of all property belonging to said minor within my/our possession, control, or knowledge, in addition to the financial information of the parent(s), if provided. This Inventory and Asset Management Plan has been provided to the Guardian of the ward, if any, by first class mail. Sworn to and subscribed before day of me this , 20 . Conservator NOTARY/CLERK OF PROBATE COURT Printed Name My Commission Expires: __________________ -----------------------------------------------------------------------------------------------------------------------------Sworn to and subscribed before day of me this , 20 . Co-Conservator, if any NOTARY/CLERK OF PROBATE COURT My Commission Expires: ___________________ Printed Name Effective 8/10 -3- GPCSF59 American LegalNet, Inc. www.FormsWorkFlow.com IN THE PROBATE COURT OF _______________ COUNTY STATE OF GEORGIA IN RE: , MINOR , CONSERVATOR(S) ) ) ) ) ) ) ) ESTATE NO. ASSET MANAGEMENT PLAN ORDER The Conservator(s) having filed an Inventory/Asset Management Plan for the above estate on , 20 , IT IS HEREBY ORDERED that said Inventory/Asset Management Plan is hereby APPROVED. (initial if applicable) IT IS FURTHER ORDERED that Conservator(s) is/are authorized to disburse from the minor's estate a. the sum of $ b. the income for the support of the minor. c. a one time lump sum distribution of $ purpose: for the following . per month for the support of the minor. IT IS FURTHER ORDERED that said Conservator(s) shall show in the annual return how such funds actually were spent. SO ORDERED this day of , 20 . Probate Judge FILED: ____________________________ DATE ____________________________ DEPUTY CLERK Effective 8/10 -4- GPCSF59 American LegalNet, Inc. www.FormsWorkFlow.com